See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,461 | $93,373+46.1% | $152,466-10.5% | $85,850+59.0% |
| Participation rate | 64.3% | 70.1%-5.8pp | 78.2%-13.9pp | 69.3%-5.0pp |
| Annual return | 14.94% | 21.84%-6.9pp | 757.33%-742.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,910 | $2,996+30.5% | $4,327-9.6% | $2,565+52.4% |
| Participant deferral / active EE | $3,677 | $4,550-19.2% | $5,820-36.8% | $3,952-7.0% |
| Admin fee / account holder | $7,345 | $13,853-47.0% | $15,805-53.5% | $6,260+17.3% |